United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in United Parcel Service Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,018
- +81 vs. Q1 2021
- Shares held
- 503.2M
- +11.1M (+2.2%) vs. Q1 2021
- Total value
- $104.6B
- +$21.0B (+25.1%) vs. Q1 2021
- New holders
- 187
- 769 more added
- Sold out
- 106
- 824 more reduced
29 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brighton Jones LLC | 5,134 | $1.07M | 0.06% | +310+6.4% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 5,132 | $1.06M | 0.14% | −20.0% | Reduced |
| Dividend Assets Capital, LLC | 5,102 | $1.06M | 0.21% | −2,546−33.3% | Reduced |
| Community Trust & Investment Co | 5,100 | $1.06M | 0.10% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,100 | $1.06M | 0.30% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 5,096 | $1.06M | 0.15% | +333+7.0% | Added |
| Legacy Advisors, LLC | 5,048 | $1.05M | 0.43% | −1,562−23.6% | Reduced |
| First Hawaiian Bank | 5,043 | $1.05M | 0.04% | −841−14.3% | Reduced |
| Terry L. Blaker | 5,039 | $1.05M | 0.07% | +33+0.7% | Added |
| Park Avenue Securities LLC | 5,006 | $1.04M | 0.02% | +296+6.3% | Added |
| Main Street Financial Solutions, LLC | 4,998 | $1.04M | 0.17% | +20.0% | Added |
| Ontario Teachers Pension Plan Board | 4,991 | $1.04M | 0.01% | −1,306−20.7% | Reduced |
| IVC Wealth Advisors LLC | 4,991 | $1.04M | 0.73% | +135+2.8% | Added |
| Smith, Moore & Co. | 4,952 | $1.03M | 0.16% | +404+8.9% | Added |
| Southeast Asset Advisors Inc. | 4,945 | $1.03M | 0.17% | −1,100−18.2% | Reduced |
| Wealth Management Partners, LLC | 4,939 | $1.03M | 0.72% | +56+1.1% | Added |
| Krilogy Financial LLC | 4,917 | $1.02M | 0.10% | −518−9.5% | Reduced |
| GYL Financial Synergies, LLC | 4,903 | $1.02M | 0.53% | +11+0.2% | Added |
| Annex Advisory Services, LLC | 4,893 | $1.02M | 0.08% | +4,893 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,876 | $1.01M | 0.01% | +1,093+28.9% | Added |
| Cooper Financial Group | 4,847 | $1.01M | 0.20% | +80+1.7% | Added |
| Employees Retirement System of Texas | 4,815 | $1.00M | 0.01% | −18,100−79.0% | Reduced |
| Elk River Wealth Management, LLC | 4,814 | $1.00M | 0.26% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 4,799 | $998.0K | 0.47% | +1,601+50.1% | Added |
| 44 Wealth Management LLC | 4,800 | $998.0K | 0.38% | +1,628+51.3% | Added |
| Archford Capital Strategies, LLC | 4,794 | $997.0K | 0.25% | −204−4.1% | Reduced |
| Pettee Investors, Inc. | 4,790 | $996.0K | 0.47% | −30−0.6% | Reduced |
| Strategic Wealth Designers | 4,776 | $993.0K | 0.35% | +2,852+148.2% | Added |
| Ancora Advisors, LLC | 4,755 | $989.0K | 0.03% | −1,022−17.7% | Reduced |
| swisspartners Ltd. | 4,750 | $988.0K | 0.70% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,742 | $986.0K | 0.51% | +4,742 | New |
| Peterson Wealth Management | 4,733 | $984.0K | 0.78% | +4,733 | New |
| Walter & Keenan Financial Consulting Co | 4,723 | $982.0K | 0.34% | −100−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,719 | $981.0K | 0.02% | +98+2.1% | Added |
| Arvest Bank Trust Division | 4,718 | $981.0K | 0.05% | +455+10.7% | Added |
| Chicago Capital, LLC | 4,714 | $980.0K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,711 | $980.0K | 0.02% | +269+6.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,705 | $978.0K | 0.19% | −60−1.3% | Reduced |
| VeraBank, N.A. | 4,694 | $976.0K | 0.58% | +152+3.3% | Added |
| Old Port Advisors | 4,604 | $974.0K | 0.35% | +2,843+161.4% | Added |
| Vanguard Capital Wealth Advisors | 4,668 | $970.0K | 0.74% | −1,473−24.0% | Reduced |
| Resource Management, LLC | 4,649 | $967.0K | 0.11% | −91−1.9% | Reduced |
| Pitcairn Co | 4,637 | $964.0K | 0.06% | −32−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 4,631 | $963.0K | 0.20% | −788−14.5% | Reduced |
| Barr E S & Co | 4,631 | $963.0K | 0.07% | −5−0.1% | Reduced |
| First National Bank of South Miami | 4,626 | $962.0K | 0.66% | −21−0.5% | Reduced |
| Grandview Asset Management LLC | 4,620 | $961.0K | 0.53% | +791+20.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,618 | $960.0K | 0.23% | +49+1.1% | Added |
| Level Four Advisory Services, LLC | 4,605 | $958.0K | 0.07% | −486−9.5% | Reduced |
| Waldron Private Wealth LLC | 4,598 | $956.0K | 0.06% | +43+0.9% | Added |
| Lakeview Capital Partners, LLC | 4,565 | $949.0K | 0.41% | −1,633−26.3% | Reduced |
| IFG Advisory, LLC | 4,564 | $949.0K | 0.11% | −183−3.9% | Reduced |
| Evermay Wealth Management LLC | 4,548 | $946.0K | 0.18% | −330−6.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,541 | $944.0K | 0.41% | +4,541 | New |
| Lyell Wealth Management, LP | 4,510 | $938.0K | 0.12% | −1,185−20.8% | Reduced |
| Marks Group Wealth Management, Inc | 4,510 | $937.0K | 0.13% | +61+1.4% | Added |
| Eads & Heald Wealth Management | 4,498 | $935.0K | 0.46% | −850−15.9% | Reduced |
| Banque Pictet & Cie SA | 4,492 | $934.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 4,482 | $932.0K | 0.02% | −799−15.1% | Reduced |
| NVWM, LLC | 4,433 | $922.0K | 0.33% | −5,856−56.9% | Reduced |
| Credit Agricole S A | 4,428 | $921.0K | 0.03% | +3,085+229.7% | Added |
| Allred Capital Management, LLC | 4,421 | $919.0K | 0.45% | −42−0.9% | Reduced |
| Principle Wealth Partners LLC | 4,413 | $918.0K | 0.10% | +150+3.5% | Added |
| Inscription Capital, LLC | 4,413 | $918.0K | 0.10% | +2,904+192.4% | Added |
| San Francisco Sentry Investment Group (Ca) | 4,388 | $913.0K | 0.48% | +1,224+38.7% | Added |
| Wilkinson Global Asset Management LLC | 4,383 | $912.0K | 0.05% | +1,221+38.6% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,324 | $899.0K | 0.98% | −386−8.2% | Reduced |
| Glovista Investments LLC | 4,318 | $898.0K | 0.21% | −700−13.9% | Reduced |
| Intrust Bank NA | 4,300 | $894.0K | 0.12% | +600+16.2% | Added |
| Foundations Investment Advisors, LLC | 4,165 | $891.0K | 0.04% | +1,515+57.2% | Added |
| Oakworth Capital, Inc. | 4,250 | $884.0K | 0.09% | +179+4.4% | Added |
| Gyon Technologies Capital Management, LP | 4,250 | $884.0K | 0.29% | +2,827+198.7% | Added |
| Archer Investment Corp | 4,250 | $883.9K | 0.35% | 00.0% | Unchanged |
| Eidelman Virant Capital | 4,250 | $883.0K | 0.34% | −270−6.0% | Reduced |
| GoalVest Advisory LLC | 4,244 | $883.0K | 0.55% | +254+6.4% | Added |
| Ropes Wealth Advisors LLC | 4,234 | $880.0K | 0.14% | +328+8.4% | Added |
| CRA Financial Services, LLC | 4,227 | $879.0K | 0.31% | +166+4.1% | Added |
| Glen Eagle Advisors, LLC | 4,224 | $878.5K | 0.27% | −60−1.4% | Reduced |
| S&CO Inc | 4,220 | $877.0K | 0.07% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,200 | $873.0K | 0.03% | 00.0% | Unchanged |
| Covenant Partners, LLC | 4,188 | $871.0K | 0.33% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 4,175 | $868.0K | 0.78% | −300−6.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,237 | $861.0K | 0.06% | +788+22.8% | Added |
| Thomasville National Bank | 4,119 | $857.0K | 0.09% | −7,964−65.9% | Reduced |
| Perpetual Investment Management Ltd | 4,116 | $856.0K | 0.12% | +500+13.8% | Added |
| Hudson Capital Management LLC | 4,084 | $849.0K | 0.35% | −100−2.4% | Reduced |
| Legacy Financial Advisors, Inc. | 4,067 | $846.0K | 0.21% | +592+17.0% | Added |
| Kanawha Capital Management LLC | 4,062 | $845.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,061 | $845.0K | 0.45% | +26+0.6% | Added |
| Keudell/Morrison Wealth Management | 4,053 | $843.0K | 0.46% | −283−6.5% | Reduced |
| Capital Square, LLC | 3,971 | $843.0K | 0.62% | +938+30.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,041 | $840.0K | 0.03% | −65−1.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,037 | $840.0K | 0.30% | +187+4.9% | Added |
| Dakota Wealth Management | 4,033 | $839.0K | 0.10% | −402−9.1% | Reduced |
| FourThought Financial, LLC | 4,035 | $839.0K | 0.11% | −33−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,012 | $834.0K | 0.03% | −117−2.8% | Reduced |
| Grove Bank & Trust | 4,009 | $834.0K | 0.18% | −7−0.2% | Reduced |
| LVW Advisors, LLC | 3,993 | $830.0K | 0.15% | +135+3.5% | Added |
| Maltin Wealth Management, Inc. | 3,971 | $826.0K | 0.50% | +4+0.1% | Added |
| Fundamentun, LLC | 3,969 | $825.0K | 0.23% | +424+12.0% | Added |